SUSA ETF

SUSA ETF
$159.67
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Returns Overview

1 Month
-0.81%
3 Months
+5.12%
6 Months
+8.96%
YTD
+10.12%
1 Year
+20.29%
3 Years (annualized)
+17.73%
5 Years (annualized)
+10.62%
10 Years (annualized)
+14.16%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SUSA have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Extended ESG Select Index
This ETF (YTD)
+10.12%
Peer Avg (YTD)
+9.41%
vs Peers
+0.71%

SUSA ETF Performance

SUSA performance across multiple time periods: 1-month -0.81%, YTD 10.12%, 1-year 20.29%, 3-year 17.73%, 5-year 10.62%, 10-year 14.16%.

SUSA returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

SUSA vs another fund shows side-by-side returns. SUSA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.81%N/A
3 Months+5.12%N/A
6 Months+8.96%N/A
1 Year+20.29%N/A
3 Years+17.73%N/A
5 Years+10.62%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized